ADVANCED INVESTMENT MANAGEMENT LLC

ADVANCED INVESTMENT MANAGEMENT LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 289070). Regulatory assets under management: $69.5M.

Registration

• CRD: 289070
• Type: Registered investment adviser
• Location: 1415 PANTHER LN, NAPLES, FL, 34109
• Phone: 239-455-1115
• Latest filing: 2026-02-12
• Regulatory AUM: $69.5M
• Discretionary AUM: $69.5M
• Clients: 1
• Accounts: 192

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289070 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search